"Our Read: Strong Friday, But Weekend Slowed - While Black Friday drove significant traffic to stores, we believe business tapered off as the weekend progressed (more than usual, perhaps b/c so many stores opened at midnight this year). We wonder if next year you will just be able to have your turkey dinner in the mall."

"All Eyes on December – Consumers Will Wait For Promos: One thing to keep in mind is that while Black Friday weekend can represent as much as 40% of November sales, December is the biggest month of the quarter (~45-55% of 4Q). The big question is how much shopping was pulled forward into November because consumers were so focused on getting deals (this happened LY). We expect a similar slowdown until we get to mid-Dec as consumers will now wait for new promotions to entice them to buy. As usual, sales are less of a concern than the gross margin sacrifice necessary to capture sales."